zipForms & Transact Program Training
Monday, November 9th, 2026 at 10:00 AM
3690 Elizabeth Street, Riverside, CA 92506Riverside, CA
About This Event
AM Session: zipForm & Transact Basics
- Introduction to zipForm and Transact, including key differences
- Navigating the Form Editor and working with forms
- Adding forms, PDFs, and outside documents
- Using templates and sharing documents with clients
- Best practices and live Q&A
PM Session: Advanced Tools & Paperless Workflows
- Advanced Form Editor tools and editing multiple documents
- Templates and time-saving workflow features
- Organizing multiple offers and tracking activity in Transact
- Paperless tools: DocInbox, Email to Transaction, and Upload by Email
- Advanced E-Sign and Share functions
- Workflow tips and live Q&A
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